Jordan Brenner (CRD# 7078475) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Bozeman, MT and has over 4 years of experience in the finance industry. Jordan Brenner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinion Investment Advisors | Fresno, CA | May 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Mar 2019 - May 2023 | 4 |
| City Of Oxnard | Oxnard, CA | Jan 2014 - Feb 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
- MT
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts768ACCOUNTS
-
Average Account Value$425,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, IN, KS, LA, MO, MT, OK, TX
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